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Soltis Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Soltis Investment Advisors’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74M Buy
25,114
+121
+0.5% +$7.63K 0.1% 175
2026
Q1 		$1.44M Sell
24,993
-377
-1% -$22.2K 0.09% 179
2025
Q4 		$1.49M Sell
25,370
-11,156
-31% -$608K 0.1% 172
2025
Q3 		$2.07M Buy
36,526
+5,751
+19% +$320K 0.14% 136
2025
Q2 		$1.6M Buy
30,775
+13,404
+77% +$629K 0.13% 142
2025
Q1 		$866K Buy
17,371
+1,823
+12% +$98.2K 0.08% 177
2024
Q4 		$843K Sell
15,548
-40
-0.3% -$2.19K 0.08% 179
2024
Q3 		$736K Sell
15,588
-17,967
-54% -$851K 0.07% 179
2024
Q2 		$1.46M Buy
33,555
+15
+0% +$633 0.15% 134
2024
Q1 		$1.46M Sell
33,540
-7,642
-19% -$315K 0.16% 134
2023
Q4 		$1.81M Sell
41,182
-1,431
-3% -$51.7K 0.2% 119
2023
Q3 		$1.49M Buy
42,613
+1,000
+2% +$34.9K 0.19% 118
2023
Q2 		$1.12M Buy
41,613
+4,993
+14% +$138K 0.13% 128
2023
Q1 		$1.1M Buy
36,620
+32,306
+749% +$1.48M 0.14% 129
2022
Q4 		$212K Buy
4,314
+10
+0.2% +$500 0.03% 231
2022
Q3 		$219K Buy
4,304
+9
+0.2% +$492 0.03% 213
2022
Q2 		$219K Buy
4,295
+9
+0.2% +$511 0.03% 218
2022
Q1 		$281K Buy
4,286
+6
+0.1% +$410 0.04% 210
2021
Q4 		$270K Sell
4,280
-497
-10% -$31.7K 0.04% 224
2021
Q3 		$296K Buy
4,777
+65
+1% +$3.57K 0.05% 194
2021
Q2 		$249K Buy
4,712
+9
+0.2% +$504 0.04% 218
2021
Q1 		$258K Buy
4,703
+11
+0.2% +$566 0.05% 190
2020
Q4 		$204K Sell
4,692
-6,137
-57% -$227K 0.04% 212
2020
Q3 		$316K Buy
10,829
+1,978
+22% +$63.7K 0.07% 159
2020
Q2 		$301K Sell
8,851
-975
-10% -$30.9K 0.08% 153
2020
Q1 		$263K Buy
9,826
+4,542
+86% +$187K 0.08% 136
2019
Q4 		$274K Buy
+5,284
New +$256K 0.05% 127

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Soltis Investment Advisors's ZION Position: Q2 2026 in Review

Soltis Investment Advisors increased its Zions Bancorporation (ZION) stake by 0.48% in Q2 2026, buying an estimated $7.63K and bringing the position to 25,114 shares worth $1.74M. The position accounts for 0.1% of the portfolio, ranked #175.

Soltis Investment Advisors first reported a position in ZION in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.07M in Q3 2025. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Soltis Investment Advisors held 25,114 shares of Zions Bancorporation worth $1.74M as of Q2 2026.
  • Soltis Investment Advisors bought 121 Zions Bancorporation shares in Q2 2026, an estimated $7.63K.
  • Zions Bancorporation made up 0.1% of Soltis Investment Advisors's portfolio in Q2 2026, its #175 holding.
  • Soltis Investment Advisors first reported a position in Zions Bancorporation in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Zions Bancorporation position peaked at $2.07M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.